Blake
Isaeff
Golden State Wealth Management, LLC
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About this Advisor
Blake Isaeff is a financial advisor based in Riverside, California, working with Golden State Wealth Management, LLC. Blake has previously held positions at the University Of California, Riverside, Canyon Crest Country Club, Renaissance Wealth Management, Lpl Financial, LLC, and Golden State Wealth Management, LLC. Blake has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Blake is part of Golden State Wealth Management, LLC, which operates out of Riverside, California. The firm has 34 offices and 53 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Golden State Wealth Management, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Wealth Management, LLC Brokerage Details
$1,690,725,718
53
6,184
$273,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Blake Isaeff Work History
Golden State Wealth Management, LLC
Renaissance Wealth Management
Lpl Financial, LLC
University Of California, Riverside
Canyon Crest Country Club
Disclosures
Please visit the SEC profile of Blake Isaeff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Golden State Wealth Management, LLC
Santa Ana, CA
Santa Ana, CA
Poway, CA
Santa Ana, CA
Fort Bragg, CA
Riverside, CA
Santa Ana, CA
Carlsbad, CA
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